Plan Ledger DOL Form 5500 · updated monthly

Roberts Energybenefits

Roberts Energy Health and Welfare Plan · SPRINGFIELD, ME · plan year 2024

Broker compensation reported · 2024
$82,614

Roberts Energy's benefits plans covered 211 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,793,615. Insurance brokers and agents were paid $82,614 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.6% of premiums. That is $392 per covered person, above the median for employer plans that report broker pay. Broker pay rose 38% from $59,707 in 2023.

Insurance contracts · 20242
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug dental vision$1.8M · 223 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 211 covered
Brokers & agents paid · 20245
HP PLANNING, LLC$65,578 · incl $18,597 fees
ALERA GROUP INC.$8,679
CENTRO BENEFITS RESEARCH, LLC$5,770 · incl $5,770 fees
ALERA GROUP, INC.$1,701 · incl $1,701 fees
WEBBER & GRINNELL INSURANCE AGENCY$886
Also brokered by Hp Planning, LLC5
Sectra, Inc. CT$140,125

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 813450263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.